business news - FinTecBuzz

Canadian FinTech Company ISO Office Acquired by Private Equity Owned Firm

February 21, 20203 min

ISO Office is proud to announce that it has been acquired by the $5B private equity owned firm SuzoHapp. The ISO Office platform has processed over 500 million transactions globally and serves the industry’s largest processors, payment gateways, and ISOs. This strategic acquisition provides automated transaction reporting, device management, and complex payment distribution capabilities to SuzoHapp’s global client base in the retail, manufacturing, distribution, gaming and amusement industries. “This acquisition further strengthens SuzoHapp’s market position...

by Ashish Y.

Crowdfunding

We The People Announces The First US Livefunding Campaign

February 20, 20204 min

We The People Will be Hosting The Grand Opening Of Its Retail Store in Silicon Valley On March 5th, With FINEDAY Projector as its First US Livefunding Campaign We The People (WTP), the world’s only multichannel crowdfunding retail chain and startup accelerator platform, today announces the Silicon Valley grand opening of its retail store at the Westfield Valley Fair Mall in Santa Clara on March 5th. The store will showcase launched and prototype products from...

by BusinessWire

Accounting

LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location

February 20, 20205 min

A historic bull market and changing tech landscape are driving advisors to find innovative ways to create value for their clients and differentiate their practice. LifeYield, LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, makes it easy to meet this demand by quantifying one of the most elusive sources of value — tax efficiency — through a new integration with AdvisorPeak, Inc. (AdvisorPeak), a leading portfolio trading and rebalancing...

by BusinessWire

Direct Lending – Consumer

New Credit Karma Platform Brings More Personalized and In-depth Credit Guidance

February 20, 20205 min

UK fintech and free credit report provider CreditKarma.co.uk has completed a radical overhaul of its web and app offering, bringing more tools and services to its members. With the aim of educating through personalised information and actionable steps – a key new market-leading feature is that the credit score is now broken up into eight main ‘credit factors’. Each of these factors can be explored and better understood, with the service offering practical guidance on improving these...

by Chandrima S.

Business Tools

Walt Ramsey Joins Alchemy Advisory Board

February 19, 20203 min

Alchemy Technologies, a leading FinTech infrastructure development company based in American Fork, Utah welcomes Walt Ramsey to its Advisory Board Alchemy Technologies, a leading FinTech infrastructure development company based in American Fork, Utah welcomes Walt Ramsey to its Advisory Board. Walt Ramsey previously served as the CEO of Liberty Lending, a New York-based personal financing company where he grew the portfolio from less than $70 million to over $120 million in 6 months. Prior to...

by PRNewswire

Payment Platform

Shawn Vo, CTO of Axle Payments, accepted into Forbes Technology Council

February 19, 20203 min

Shawn Vo, co-founder and CTO of Axle Payments, has been accepted into Forbes Technology Council, an invitation-only community for world-class CIOs, CTOs, and technology executives. Shawn Vo was vetted and selected by a review committee based on the depth and diversity of his experience. Criteria for acceptance include a track record of successfully impacting business growth metrics, as well as personal and professional achievements and honors. fintech news “We are honored to welcome Shawn Vo...

by PRNewswire

Investment Platforms

Whealthcare Planning, LLC Names Industry Veteran Kevin Ruth as Interim CEO

February 19, 20205 min

Whealthcare Planning, a technology company offering the only health and longevity-focused planning platform for financial advisors, announced today that financial services industry veteran Kevin Ruth is joining the company as Interim CEO. Mr. Ruth was most recently head of Wealth Planning and Personal Trust at Fidelity Investments and Fidelity Private Wealth Management. He also served as Chief Financial Planning Officer for Fidelity’s Personal and Workplace Advisors LLC, a registered investment advisor. Prior to joining Fidelity,...

by PRNewswire

Investment Platforms

Crosspoint Capital Partners Launches to Provide Differentiated Investment Exposure

February 19, 20206 min

Crosspoint Capital Partners today announced that it has assembled a highly differentiated team of leading operators, investors and technologists to offer investment access to the cybersecurity and privacy sectors. The cybersecurity and privacy sectors represent a large and growing market opportunity, and cyberattacks must be defended against across all economic cycles. Greg Clark, Managing Partner at Crosspoint Capital Partners and former CEO of cybersecurity giant Symantec said: “Security and privacy are global issues across all...

by PRNewswire

Payment Platform

Falls Fintech Announces Inaugural Advisory Board

February 19, 20207 min

Central Payments announced today its seven-member advisory board for Falls Fintech, the organization’s early-stage, onsite accelerator for upstart financial technology companies. Nikkee Rhody, Falls Fintech Managing Director and Co-founder, commented on the group: “This advisory board reflects our commitment to connecting accelerator participants with fintech pioneers and thought leaders, and this group’s contributions have already been felt as we finalize plans for our inaugural cohort.” Twice per year beginning on March 9, 2020, the accelerator...

by PRNewswire

Accounting

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

February 18, 20206 min

Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, today announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the first in a series of game-changing features that Timeline will announce this year that will completely transform the relationship between the end client and his/her financial planner. Livetrack helps financial planners and their clients visualize how a retirement...

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